360 View CRM Description

It is crucial to demonstrate that you are able to understand and meet the specific needs of customers. By providing a richer relationship experience, you can empower organizational growth. Banks must use their customer data to meet the increasing demand for personalized services. Recommending the right products at the right moment is one of the best ways to communicate with your customers. Banks need a place that logs every customer interaction in real-time to grow. Personalization is key to maximizing customer service. Targeted marketing communications can help you to increase customer retention and build relationships. It is crucial to tailor communications to each customer's individual profile in order to retain and grow those relationships.

Integrations

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Company Details

Company:
inBusiness Services
Year Founded:
2001
Headquarters:
United States
Website:
www.360view.com

Media

360 View CRM Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
Online

360 View CRM Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

360 View CRM Lists